MONECO Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-2,020
| Closed | -$207K | – | 280 |
|
2022
Q3 | $207K | Hold |
2,020
| – | – | 0.08% | 230 |
|
2022
Q2 | $211K | Sell |
2,020
-156
| -7% | -$16.3K | 0.08% | 228 |
|
2022
Q1 | $228K | Sell |
2,176
-52
| -2% | -$5.45K | 0.08% | 222 |
|
2021
Q4 | $236K | Sell |
2,228
-795
| -26% | -$84.2K | 0.09% | 215 |
|
2021
Q3 | $325K | Buy |
+3,023
| New | +$325K | 0.13% | 171 |
|